JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Documents, Photos, Forms & Attachments

  1. Drop down menu on document templates

    When creating a document, it would be helpful to be able to insert a drop down menu to use in certain areas of the template for different options depending on items being mentioned.

    1 vote

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  2. Option to expire document signature link

    If a customer does not click on a link to sign a document after some time, it would be good to have the link expire and not allow the user to sign the document. It appears that currently, if a client click on an old link it will resend it to them creating activity in JobNimbus sent by the system.

    1 vote

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    0 comments  ·  Signatures  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Stop moving my main page when I click on a document

    Every time I open a document, my main screen defaults to somewhere else so I have to scroll all the way back up/down to open the next document. This is unacceptable

    2 votes

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  4. Open two documents at once

    I need to be able to open two documents in a file at the same time. When check on the status of an insurance claim, I need to be able to open the scope front the insurance company, as well as my supplement/estimate that I have submited. I need to be able to open two documents at once. I am pulling my hair out because you don't allow me to do this.

    2 votes

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  5. Stop having JobNimbus automatically resend documents for e-signature.

    I have customers who cancel, yet JobNibus keeps on sending them their documents to sign. I can't delete the document because once it's sent for e-signature it's locked.

    1 vote

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  6. 1 vote

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  7. How can I enter photos/emails/ documents into the client's JobNimbus file when those documents are not coming in through JobNimbus (App for

    How can I enter photos/emails/documents into a client's JobNimbus file that do not come in through the JobNimbus App. At the moment I have to highlight them, save them in a word format, then open the client's JobNimbus file and upload the file. That's messy. Is there/can a way be developed to do that in a simple way. For example, an email comes in from a sub-contractor with a quote. I have to go through the process above. Help

    1 vote

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  8. Manual entry of signed contract and a place to show the date signed

    With the new Required Signatures, and no longer needing to create a document for the signatures....there doesn't seem to be an option to manually put in a signature date for those that print their estimate proposal out and return it to us with a physical signature, rather than a digital signature. There is also no longer a field that shows us the date the estimate was signed like there used to be on the activity page under the documents.

    Can a field showing the date the estimate was signed be added back in somewhere?
    Also, can their be a way…

    2 votes

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  9. All of JN request and ideas

    Boards:
    -Make scroll bar bigger. It is so tiny I end up grabbing a customer instead or its just difficult to grab to scroll side to side because it is so little.
    -Make Boards stackable. As of right now, you have to scroll to the side in order to move back and forth to view through the board. Is there anyway to make the categories stackable within a board, to just scroll up and down rather than side to side.
    -When clicking on a customer to move, have an option to throw it off the screen so it will return…

    1 vote

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  10. Document ID

    Ability to have the ID of documents (etc) to include customer details or the customers ID as well.

    1 vote

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  11. Export attachments

    Customer would like a way to export attachments all at once rather than going one at a time to download all.

    1 vote

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  12. 2 votes

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  13. 1 vote

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  14. When downloading documents to have the same font size as shown in the system

    When downloading document from JobNimbus for the document remain in the same font size once opened in a different editor.

    1 vote

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  15. Scheduling Subs Needs Work

    Being able to reschedule a sub, send an updated email, modify what the automatic email says, attach pics, see if they opened it.

    1 vote

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    0 comments  ·  Signatures  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Add signed status to documents

    Add a signed status to the documents status feature, and mark the documents as sent when a signature is requested!

    1 vote

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  17. 1 vote

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  18. Template Field View

    Wants the options for the template fields to be more easily accessible rather than just having the drop-down menu.

    1 vote

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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →

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  19. open documents in new window

    Instead of documents opening within the same window, open them as a new window(or tab) within the web browser. As it currently stands when you open a document, measurements for an example, it opens within the same tab. This method only allows one document to be viewed at a time. If the document were to open in a new tab within the browser we could easily have multiple documents open at one time. When I order material for a job I will open the Eagle View and the selection sheet that we use, but in the current system I can…

    3 votes

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  20. Be able to pull up user download history in time range.

    Be able to search user download history.

    1 vote

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